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User guide
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Inviting Users to PIM

 
To invite a new user to the Product Information Management System open the settings menu by clicking on the Settings Icon and select the "Users" menu option.
 
Inviting Users to PIM
1

Settings Icon

1. Settings Icon
Click on the "Settings Icon" to open the settings menu.
2

Users Menu

2. Users Menu
Select the "Users" menu option to manage existing users and invite new users.
 
 
 
Manage Users and invite new users from the "Users" settings.
 
Inviting Users to PIM
1

Add User

1. Add User
To invite a user to join the PIM click on the add user icon to open the "send Initation" dialog.
 
In the "Send Invitation" dialog type the email address of the user that should be invited to create an account on the the Product Information Management System and select the users initial Access Group.  For more detailed information about Access Groups please see the help topic Access Groups.
 
Inviting Users to PIM
1

Email Address

1. Email Address
Type the mail address of the user that should be invited to create an account on the the Product Information Management System
2

Access Group

2. Access Group
Select the users initial Access Group from the available access groups in the dropdown.
3

Tags

3. Tags
Tags are used to define "To Do List" notification class for the user.  To Do List tasks are defined based on "Tags." All users with a specific tag will be assigned to or able to see "To Do List" items with those tags. For more information please refer to the To Do List help topic.
4

Cancel

4. Cancel
To cancel sending an invitation and close the invitation dialog click on the Cancel button.
5

Send

5. Send
To sending the invitation and close the invitation dialog click on the Send button.
 
 
Sample Invitation email automatically generated by PIMInto PIM.

Inviting Users to PIM
1

Confirm email address button

1. Confirm email address button
The email recipient needs to click the "Confirm email address" button in order to finish creating their account by providing a secure password.  After the user has provided a password and finished creating their account they can log on the PIM user interface.